Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
August 7, 2017
Nonprofit Financial Fraud – Internal Vulnerabilities and Steps to Address Them
For internal fraud there are three areas that must be managed, including Cash Receipts, Accounts Payable and Payroll. Each provides an opportunity for individuals to divert funds illegally and in all cases separation of duties and multiple eyes on activ
August 3, 2017
Record Retention ‘in the Cloud’ Doesn’t Have to Be Risky
CPA firms have been slow to move some core business functions to the cloud for a variety of reasons. Besides the cost of storage, new applications and training time, concern over client data security and document retention are top of mind.
July 24, 2017
Survey Shows Nonprofits Most Concerned with Staffing and Funding Cutbacks
Staff retention and recruitment ranks as the number one challenge for nonprofits, according to the first annual BDO Nonprofit Standards, a benchmarking survey designed in partnership with The NonProfit Times. More than 70 percent of respondents cited ...
July 24, 2017
The Power of Female Networks
When looking at your priorities, both at home and at work, networking likely falls somewhere near the bottom of the list. Time spent on career development is also time that could be spent with loved ones. But if you can spend just 10% of your week ...
July 21, 2017
Best Practices for Managing Nonprofit Finances
To avoid financial problems or the failure of a nonprofit, it is imperative to monitor the organization’s financial health - by employing good corporate governance. Governance is defined as the process of providing strategic leadership and exercising ...
July 21, 2017
Financial Basics for Nonprofit Boards
Many people consider a position on a nonprofit board a recognition of their financial contributions and other efforts to support the organization. But it goes well beyond that. One of the main fiduciary responsibilities of a board member is helping ...
July 21, 2017
17 Surprising Facts About Women and Retirement
Recent research sheds light on unique vulnerabilities and considerations that women face when planning for their retirement.
July 21, 2017
Small Businesses Save Time and Money with Intuit and Bill.com Digital Bill Pay Integration
Bill.com’s new integration with QuickBooks Online offers a more streamlined bill pay experience and gives users a more accurate view of their current cash flow
July 21, 2017
July 2017 Accounting & Audit Channel
Sixty-three percent of CFOs surveyed say they are expect revenue growth, one of the highest levels in the survey’s history, and only 18 percent claim a bias toward cost reduction, for a survey-high net value of plus 45 percent.
July 20, 2017
July 2017 Tax Channel
New Tax Scam Plugs Into Electronic Fears By Ken Berry, J.D., Tax Correspondent Now scammers are trying to scare taxpayers by thinking their payments to them will be linked to the Electronic Federal Tax Payment System (EFTPS). The IRS is alerting the public about the latest tax scam making the rounds (IR-2017-107, 6/15/17). In this...…
July 20, 2017
July 2017 Small Business Channel
Most Businesses Will Increase Cloud Computing Spending in 2017 By Isaac M. O’Bannon, Managing Editor Businesses have become less skeptical of cloud computing, more confident in its security, and more inclined to invest money in it, according to new findings. Nearly 70% of U.S. businesses surveyed by B2B ratings and reviews firm Clutch say that they...…
July 20, 2017
July 2017 Firm Management Channel
Laws seem to be moving towards making mandatory retirement illegal due to age discrimination. Can CPA firms still safely provide for mandatory retirement in their partner agreements?